RiverFront Asset Allocation Growth & Income (RLIIX) Alternatives
RiverFront Asset Allocation Growth & Income (RLIIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RLIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to RLIIX
RLIIX charges 0.25% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among RLIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | RLIIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | RLIIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | RLIIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | RLIIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | RLIIX vs BWBIX |
Best Risk-Adjusted Alternatives to RLIIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | RLIIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | RLIIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | RLIIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | RLIIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | RLIIX vs PMAIX |
Top Performing RLIIX Alternatives (YTD)
RLIIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | RLIIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | RLIIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | RLIIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | RLIIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | RLIIX vs CONWX |
Lowest Volatility Alternatives to RLIIX
RLIIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | RLIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | RLIIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | RLIIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | RLIIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | RLIIX vs SICIX |
Lowest Drawdown Alternatives to RLIIX
RLIIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | RLIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | RLIIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | RLIIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | RLIIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | RLIIX vs SICIX |
Other Mutual Funds from ALPS
Most popular ALPS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | Asia Pacific Equities | 1 | -17.72% | Feb 13, 2011 | RLIIX vs INDAX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 95 | 20.00% | Jun 28, 2010 | RLIIX vs JCRAX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 1 | -17.57% | Dec 30, 2007 | RLIIX vs LPEFX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 60 | -2.50% | Sep 14, 2020 | RLIIX vs ALIBX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | 45 | -0.57% | Jun 29, 2018 | RLIIX vs SMTRX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -17.85% | Oct 23, 2014 | RLIIX vs AVPEX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 97 | -0.08% | Jun 29, 2018 | RLIIX vs SMRSX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 48 | -1.22% | Sep 14, 2020 | RLIIX vs SMCVX |
Often Compared With RLIIX
What investors most often compare with RLIIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Innovative Industrial Properties, Inc. | 40 | 10.03% | — | RLIIX vs IIPR | ||
| Fidelity Multi-Asset Index Fund | Diversified Portfolio | 63 | -3.78% | Jun 29, 1999 | RLIIX vs FFNOX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | RLIIX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | RLIIX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | RLIIX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | RLIIX vs TPDAX |
Compare RLIIX with Any Fund or Stock
Compare RLIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.